See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,189 | $135,635+29.9% | $110,238+59.8% | $135,375+30.1% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -4.12% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,188 | $4,906-55.4% | $3,826-42.8% | $4,779-54.2% |
| Participant deferral / active EE | $3,550 | $5,506-35.5% | $4,672-24.0% | $5,609-36.7% |
| Admin fee / account holder | $664 | $11,457-94.2% | $8,547-92.2% | $10,827-93.9% |